See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,346 | $115,770-64.3% | $101,248-59.2% | $158,922-74.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.19% | 56.14%-41.9pp | 46.47%-32.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $515 | $4,175-87.7% | $3,660-85.9% | $4,761-89.2% |
| Participant deferral / active EE | $5,112 | $4,957+3.1% | $4,370+17.0% | $5,982-14.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |